Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DFEB Stock Details DFEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.75M Buy
163,558
+35,680
+28% +$1.71M 0.02% 649
2025
Q4 		$6.1M Sell
127,878
-46,308
-27% -$2.18M 0.02% 702
2025
Q3 		$8.11M Sell
174,186
-34,078
-16% -$1.55M 0.02% 541
2025
Q2 		$9.3M Buy
208,264
+65,262
+46% +$2.79M 0.03% 408
2025
Q1 		$6.03M Buy
143,002
+77,253
+117% +$3.32M 0.02% 470
2024
Q4 		$2.81M Sell
65,749
-2,116
-3% -$89.6K 0.01% 659
2024
Q3 		$2.83M Sell
67,865
-15,911
-19% -$650K 0.01% 591
2024
Q2 		$3.38M Buy
83,776
+2,350
+3% +$92.3K 0.02% 509
2024
Q1 		$3.19M Buy
81,426
+76,576
+1,579% +$2.93M 0.02% 514
2023
Q4 		$182K Hold
4,850
– – ﹤0.01% 1460
2023
Q3 		$169K Hold
4,850
– – ﹤0.01% 1373
2023
Q2 		$172K Hold
4,850
– – ﹤0.01% 1316
2023
Q1 		$163K Sell
4,850
-8
-0.2% -$266 ﹤0.01% 1283
2022
Q4 		$162K Sell
4,858
-1,265
-21% -$42.3K ﹤0.01% 1178
2022
Q3 		$200K Hold
6,123
– – ﹤0.01% 1048
2022
Q2 		$203K Sell
6,123
-29
-0.5% -$998 ﹤0.01% 1041
2022
Q1 		$220K Sell
6,152
-2,092
-25% -$73.8K ﹤0.01% 1000
2021
Q4 		$291K Buy
+8,244
New +$288K ﹤0.01% 885
2021
Q2 		$675K Hold
19,716
– – 0.01% 627
2021
Q1 		$675K Hold
19,716
– – 0.01% 627
2020
Q4 		$675K Hold
19,716
– – 0.01% 627
2020
Q3 		$675K Hold
19,716
– – 0.01% 627
2020
Q2 		$675K Hold
19,716
– – 0.01% 627
2020
Q1 		$675K Buy
+19,716
New +$555K 0.01% 627

Other funds holding DFEB

ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SAMC
Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DFEB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its FT Vest US Equity Deep Buffer ETF February (DFEB) stake by 28% in Q1 2026, buying an estimated $1.71M and bringing the position to 163,558 shares worth $7.75M. The position accounts for 0.02% of the portfolio, ranked #649.

Carson Wealth (CWM LLC) first reported a position in DFEB in Q1 2020 and has held it in 24 quarters since. The position peaked at $9.3M in Q2 2025. 144 funds tracked by Wall St. Rank hold DFEB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 163,558 shares of FT Vest US Equity Deep Buffer ETF February worth $7.75M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 35,680 FT Vest US Equity Deep Buffer ETF February shares in Q1 2026, an estimated $1.71M.
  • FT Vest US Equity Deep Buffer ETF February made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #649 holding.
  • Carson Wealth (CWM LLC) first reported a position in FT Vest US Equity Deep Buffer ETF February in Q1 2020 and has held it in 24 quarters since.
  • Carson Wealth (CWM LLC)'s FT Vest US Equity Deep Buffer ETF February position peaked at $9.3M in Q2 2025.
  • 144 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.